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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,328 | $71,197+3.0% | $93,669-21.7% | $80,925-9.4% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.7%-47.1pp |
| Annual return | 18.61% | 11.27%+7.3pp | 133.59%-115.0pp | 35.65%-17.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,134 | $4,036-47.1% | $4,416-51.7% | $4,299-50.4% |
| Admin fee / account holder | $3,266 | $6,959-53.1% | $8,291-60.6% | $6,940-52.9% |